Economics & Growth | Monetary Policy & Inflation | Rates | US
– Recorded on the 28th of January, 2023 –
Welcome to the Week Ahead! Andrew Simon and Dominique Dwor-Frecaut discuss market data over the past week. Dominique gives her view on how the Fed will continue to hike rates, what data points should investors focus on next week, and its not the NFP print alone.
Apologies about Andrew’s slightly intermittent wifi connection on his tropical island!
Timestamps :
00:39 Fed blackout last week and key data points vs market reaction
02:54 Why Core PC is still not a data point the market pays enough attention to
05:20 Week Ahead: How the Fed will continue it’s rate hikes
08:53 Why Dominique think the FOMC will continue rate hikes
10:38 Data points for the coming week and why investors should drill down into NFP print more than just the headline number
13:33 What’s happening in the housing and construction labour market in the US?
17:48 Residential real estate and why Dominique is keeping a keen eye on the data